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I need a skilled professional to implement a sales management CRM tailored to my business needs. Key Requirements: - Primary use for sales management - Essential features: - Lead tracking - Sales pipeline management - Must integrate with: - Calendar systems - Social media platforms Ideal Skills and Experience: - Proven experience in CRM implementation - Strong understanding of sales processes - Expertise in integrating with various calendar and social media platforms - Excellent organizational skills and attention to detail Please provide a portfolio of similar projects and a strategy for implementation.
Project ID: 40201007
220 proposals
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Active 13 days ago
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220 freelancers are bidding on average $2,093 AUD for this job

Hi there, I’ve read your CRM project and I’m confident I can deliver a sales-focused CRM that tracks leads, manages the pipeline, and integrates with calendars and social channels. I have deep experience implementing CRM systems for SMBs and growing teams, aligning sales workflows from lead to close, with clear dashboards and forecasts. My plan: 1) discovery to map your stages, fields, roles, and KPIs; 2) data model design and clean migration path; 3) pipeline setup with automations, reminders, and forecasting; 4) integrations with your calendar (Google Calendar, Outlook) and social platforms (LinkedIn, Facebook, Twitter) via secure connectors; 5) data migration, access control, dashboards, and reports; 6) training and go-live support, then a two-week stabilization period. I’ve completed similar projects for B2B service firms and digital agencies, delivering clearer visibility and faster deals. Portfolio samples from similar projects are available on request. If you greenlight, I’ll share a detailed plan with milestones within 3 weeks and provide ongoing support options. Do you have a preferred CRM platform to use or should I propose one? What are your core sales stages and criteria for a lead, qualified lead, opportunity, and close? Which calendar systems do you use (Google Calendar, Outlook, others) and any constraints for syncing? Which social platforms must connect (LinkedIn, Facebook, Twitter/X, Instagram) and what data should be synced? How many users need access a
$3,000 AUD in 22 days
8.7
8.7

As a digital marketer and web development expert, I've dedicated years of my expertise towards providing tailored solutions to businesses like yours. I have a solid understanding not only of project management but also the CRM implementation process. My extensive experience in E-commerce and WordPress development, including integrating with various platforms and systems, ideally aligns with your project's needs. Moreover, I fully comprehend the significance of lead tracking and sales pipeline management for your business. Having worked extensively with the addition, managing of leads through CRMs would be a task within my forte. Social media integration can also be done with ease to provide you dynamic communication platform. With my meticulous approach to details, I always ensure that no aspect is left unaddressed. My strategy for your project would involve thorough consultation to determine your specific business needs before proposing a customized CRM solution for you.I will use my skills in HTML, PHP and website design to layout an intuitive CRM software that fits your needs completely. Let me handle this heavy-lifting for you, as you make most-impactful management decisions using our newly installed CRM together. Please feel free to reach out. I await the opportunity to deliver on your expectations.
$2,250 AUD in 20 days
8.7
8.7

Hi, What specific features do you envision for your sales management CRM? I can help you implement a CRM that fully aligns with your business needs, including lead tracking and sales pipeline management. With extensive experience in CRM implementation and a strong understanding of sales processes, I’ve successfully integrated CRMs with calendar systems and social media platforms for previous clients. I ensure that all essential features are tailored to your requirements. My strategy includes an initial consultation to outline your precise needs, followed by a step-by-step implementation plan. I can share my portfolio showcasing similar projects upon request. Looking forward to discussing your vision! Best Regards, [Priyanka] CRM Implementation Specialist
$2,250 AUD in 7 days
8.5
8.5

Hi there, I have already worked on multiple sales management CRM implementations for different businesses, so I clearly understand how to design a system that supports lead tracking, sales pipeline management, and daily sales activities efficiently. Based on this experience, I can provide a CRM solution that is fully aligned with your business workflow and sales goals. You will get all the required modules for effective sales management, including structured lead tracking, customizable sales pipelines, and smooth integration with calendar systems and social media platforms to ensure no opportunity is missed and follow-ups are always on time. I will start with the design phase, where I analyze your current sales process and map out the CRM structure according to your requirements. This ensures the system is intuitive, scalable, and easy for your team to adopt. After the design is finalized, I will work module-wise, beginning with lead management, followed by pipeline setup, automation, calendar integration, and social media integration. Each module will be tested thoroughly to ensure seamless functionality and accuracy. At last, I will optimize the entire system, provide documentation if needed, and make sure everything is running smoothly so you can start using the CRM confidently to improve your sales performance. Thanks, Rahul
$2,250 AUD in 7 days
8.5
8.5

Hi, I sense that your need isn’t just a CRM, but a seamless sales management engine that drives efficiency and growth while integrating smoothly with your calendar and social media channels. With proven experience in CRM implementations tailored for sales workflows and expert integration skills—including social media platforms and calendar systems—I'll ensure your CRM is a perfect fit for your operational style. My approach begins with understanding your unique sales processes deeply, then configuring lead tracking and pipeline management optimized for your business. I use PHP and HTML to customize functionality, ensuring a robust, user-friendly experience. I’ll share a detailed portfolio of similar projects and outline a clear, phased implementation plan. I’ve shared an initial estimate based on your description, and once we go over a few technical and functional details, I’ll confirm the exact cost and delivery schedule. What specific calendar systems and social media platforms do you currently use or plan to integrate with the CRM? Thanks, Asad
$1,500 AUD in 30 days
8.2
8.2

✅ CRM EXPERT Hi, I have reviewed your project requirements. I have extensive knowledge and substantial experience with CRM systems like Salesforce, as well as integrating payment gateways and designing user-specific log-ins, which aligns perfectly with your project requirements. Moreover, I've handled large-scale projects before, and I understand the intricacies involved in developing efficient, secure, and user-friendly web portals. Due to NDAs, links aren’t public—but once you open the chat, I’ll share live demos and walkthroughs. I would love the opportunity to discuss how we can bring your vision for the site together with our range of skills and experiences. NOTE: Please park the budget for now, we will discuss over chat. Thanks & Regards, Srishti
$3,000 AUD in 60 days
7.9
7.9

With my 8+ years of experience in Web/App Development and Designing, I have cultivated a vast skill set that serves as the perfect match for your CRM Implementation project. I've orchestrated numerous API integrations, inclusive of platforms you've mentioned like Shipstation, Quickbook, Saleforce, Amazon, Ebay, and Xero. This not only highlights my versatility but also assures you of my capacity to incorporate necessary calendar and social media systems into your sales management CRM. In addition to my technical expertise, I also possess a deep understanding of sales processes and their effective management. This understanding extends to the essential features you seek in a CRM such as lead tracking and sales pipeline management. Leveraging my knowledge and successful completion of similar projects in my portfolio, I can tailor-fit your CRM to perfectly correspond with your unique business needs. My commitment to delivering high-quality work paired with efficient project management makes me an invaluable asset in streamlining your organization's sales processes. So let's not only collaborate on this one project but join forces to establish a long-lasting productive relationship!
$3,000 AUD in 25 days
8.3
8.3

Hello As a highly experienced and committed software development company with over 12 years of successful project delivery under our belt, we strongly believe we are the ideal fit for your CRM implementation needs. Our deep-rooted knowledge of web and CMS platforms such as PHP, Laravel, WordPress, WooCommerce, and many more aligns perfectly with your unique requirements for a robust sales management CRM. Atir Technologies take pride in our efficiency to develop, integrate and deploy. Being well-versed in Full Stack Development, it’s not just CRM features like lead tracking and sales pipeline management that we can offer but also an expert understanding of how your CRM should connect seamlessly with your calendar systems and social media platforms. Lastly, as a response to your request for a portfolio of similar projects, I would highly encourage you to explore our successful implementations showcased on our website. We have worked on numerous projects dealing with CRM and have incorporated functions similar to what you’ve described here. Atir Technologies don't just work to write code or build software; we strive to solve business problems proficiently through technological means. Regards DJ
$2,250 AUD in 7 days
8.0
8.0

Hello, As an experienced team specializing in mobile app development and proficient in PHP, Sales, and Website Design, we've successfully executed numerous projects involving CRM implementation, reflecting my precise understanding of how crucial a well-tailored CRM system is for a company's success. Not only do we possess the technical skills your project necessitates – like ensuring lead tracking, sales pipeline management, and integration with calendar systems and social media platforms – but we also have an underlying understanding of sales processes. This will enable us to design and implement a CRM unique to your business needs; functionalities that target improvements in sales management and harness the power of different social media networks like never before. Our professionalism goes beyond mere project delivery; it extends to comprehensive after-launch support. With clear communication, efficient execution, met deadlines, and impeccable quality inherent in our process, choosing us guarantees you an exceptional solution. Let's connect to discuss further details regarding your project requirements and how best we can meet them. Together, we will amplify your sale management through a purpose-built CRM system. Thanks!
$1,500 AUD in 6 days
7.5
7.5

Hello, I am ready to start immediately. I understand you need a sales management CRM tailored to your business, focused on lead tracking and pipeline management, with calendar and social media integration. I can implement a CRM that matches your sales workflow, allowing you to capture leads, manage deals, and track progress clearly. I have proven experience in CRM implementation, strong knowledge of sales processes, and expertise integrating with Google Calendar/Outlook and social platforms like Facebook, Instagram, and LinkedIn. I will deliver an organized, easy-to-use system with clean workflows and scalable structure. Happy to discuss details in a quick chat. Thankyou, Azad
$1,550 AUD in 7 days
7.8
7.8

I HAVE IMPLEMENTED CUSTOM SALES-FOCUSED CRMs AND UNDERSTAND THE NEED FOR A TAILORED SYSTEM THAT STREAMLINES LEAD MANAGEMENT, SALES PIPELINES, AND MULTI-CHANNEL INTEGRATIONS. You need a CRM for sales management with lead tracking, pipeline visualization, and seamless integration with calendars and social media platforms, designed specifically around your business workflow. Approach CRM Architecture: Modular design to manage leads, contacts, deals, and sales stages; intuitive dashboard for real-time tracking. Integrations: Connect with Google/Outlook calendars for scheduling, and with key social media platforms (LinkedIn, Facebook, Instagram) for lead capture and engagement tracking. Automation & Reporting: Automated reminders, follow-ups, and pipeline analytics; exportable reports for performance review. Platform: Flexible choice between custom-built (Laravel/React) or robust SaaS CRM framework (e.g., SuiteCRM or Zoho custom implementation) depending on your scalability and maintenance needs. User Roles: Sales Rep, Manager, Admin—permissions tailored for visibility and editing rights. Core Features Lead capture & tracking Multi-stage sales pipeline management Calendar & social media integration Analytics and reporting dashboards Notes, tasks, and reminders I have delivered multiple CRM projects with full implementation, clean documentation, and 2 years of ongoing support post-launch. I can provide a portfolio and a detailed rollout plan to ensure smooth adoption.
$1,600 AUD in 15 days
7.6
7.6

Hi, This is Elias from Miami. I checked your brief and I understand the goal: a sales-focused CRM tailored to your workflow, with lead tracking, pipeline management, and solid integrations with calendars and social platforms so your team stays organized and follow-ups don’t slip. My approach is to implement this in phases: * map your exact sales process (stages, lead sources, activities) * set up the CRM structure (pipelines, custom fields, automation rules) * calendar sync (Google/Outlook) for meetings, reminders, and tasks * social integrations for lead capture and contact history (LinkedIn, Meta, etc.) * reporting dashboards so you can see pipeline health at a glance Depending on your preference, we can build on HubSpot, Pipedrive, or a custom lightweight CRM if you need full control. Timeline: 2–5 weeks for a clean first rollout, with training and documentation included. Q1: Do you already use a CRM today, or are we starting from zero with migration/import needed? Q2: What are your key pipeline stages (lead → demo → proposal → closed), and do you need multiple pipelines? Q3: Which social platforms matter most for integration (LinkedIn, Instagram, Facebook, WhatsApp)? Happy to share relevant past CRM setups privately and propose a clear implementation plan. Regards.
$2,250 AUD in 7 days
7.4
7.4

With a name like Okechukwu, nothing brings me more joy than organizing systems and streamlining workflows. I specialize in helping teams overcome their struggles not just to implement tools but to design clear work processes; tailoring it to your business' individual needs. Having worked on projects similar to yours, my expertise in CRM implementation has never failed to deliver efficient structures that make the lives of sales teams conciderably easier. My understanding of sales processes, coupled with my experience integrating CRMs with calendar and social media platforms, makes me the ideal candidate for this job. I guarantee that the CRM implementation will effectively handle key requirements such as lead tracking, sales pipeline management while seamlessly integrating with your existing calendar systems and social media platforms. The result of my work will be clear cut: defined ownership and accountability, reduced manual follow-ups through automation and tools that actually support your business without slowing it down. My aim is not just to implement a CRM, but to ensure its effective use for your sales management specifically. Let's bring order, clarity and optimized efficiency into your business today.
$2,500 AUD in 7 days
7.3
7.3

Hi there, I’ve reviewed your PHP project requirements and would be glad to help. With 5+ years of experience in PHP and backend development, I specialize in creating secure, scalable, and high-performing web applications using modern frameworks like Laravel and CodeIgniter. I’ll begin with a clear development plan, share regular progress updates, and ensure the final product is well-tested and optimized for performance and security. Let’s connect to discuss your project goals — I’m ready to get started! Best, Bhargav PHP Developer | Laravel & Backend Expert
$2,250 AUD in 7 days
6.9
6.9

Hi, I can absolutely assist with CRM Implementation. Thanks for your good description and I truly understand your needs, and I'm confident I'm the perfect choice for this project. I assure you of exceptional quality work, delivered efficiently. Let's chat more about this project. A few minutes will truly help you make your idea come to life exactly as you envisioned. Award me this project, and let's build something remarkable together. I'm ready when you are. I'd love to chat more about your project! My Portfolio - Showcasing my works: https://www.freelancer.com/u/kasibleiz Looking forward to your response. Best regards, Thangal K
$1,500 AUD in 3 days
6.9
6.9

Through my expertise through the MERN stack, I can implement a top-notch CRM system tailored specifically to suit your sales management needs. My strong understanding of sales processes and extensive experience in CRM implementation makes me an ideal fit for this project. I've previously integrated CRMs with popular calendar and social media platforms, and I remain updated with the latest integrations, ensuring smooth functioning between your CRM and tools you commonly use. As we begin this project together, I will ensure your leads are effectively tracked and that your sales pipeline is efficiently managed. Alongside my technical skills, my excellent organizational abilities and attention to detail will play a significant role in delivering exceptional results. Furthermore, I am proficient in project management, which allows me to map out clear strategies for implementation with optimized timelines and deliverables. I encourage you to thoroughly evaluate my vast portfolio that includes successful implementation of CRMs in various industry verticals to verify the compatibility of what I have done before and what fits your requirements. With me at the helm, you can expect a meticulous approach, innovative solutions, prudent usage of cutting-edge technologies like AI for further automations if suitable to you and consistent communication. Let’s work together to boost your lead tracking & sales pipeline efficiency!
$2,250 AUD in 7 days
6.7
6.7

Hi, I am confident that I have the skills necessary to not only implement a CRM system for your business but also tailor it precisely to your sales management needs. My proficiency with platforms like WordPress, Shopify, Webflow, and Joomla demonstrates my adaptability and flexibility in working with diverse systems. Throughout my career, I have been responsible for implementing numerous CRM systems for businesses similar to yours and ensuring seamless integration with calendar systems, social media platforms, and other essential tools. My understanding of your key requirements for lead tracking and sales pipeline management is thorough, augmented by my expertise in HTML and PHP which makes me the perfect match for this project. Moreover, my knowledge in Project Management will be beneficial to ensure that every aspect of this implementation goes smoothly, on time and within budget. With an unwavering commitment to identifying each business's unique underlying needs and finding innovative solutions to address them, working with me would mean elevating your sales management practices into a more efficient process while allowing you focus on what you do best - building lasting relationships with your clients.
$2,100 AUD in 12 days
6.8
6.8

Hi, I can implement a sales-focused CRM tailored precisely to your business workflow, with strong visibility across leads, pipelines, and sales activity. My approach starts with mapping your current sales process and translating it into a CRM structure that is simple for daily use yet powerful enough to support growth and reporting. The CRM will include structured lead tracking, clearly defined pipeline stages, activity logging, and sales performance visibility. I will handle integrations with calendar systems to sync meetings, follow-ups, and reminders, as well as selected social media platforms to support lead capture, communication, and engagement tracking where applicable. The implementation will be delivered with clean configuration, role-based access, and clear documentation so your team can adopt it quickly without friction. I focus on reliability, usability, and long-term maintainability, ensuring the CRM supports your sales team rather than slowing them down. The result is a practical, scalable sales management system aligned with real-world selling processes. Regards, Soas
$3,000 AUD in 11 days
6.7
6.7

Hello As per your project post you are looking to implement a sales focused CRM that helps you manage leads efficiently track deals through a clear pipeline and stay connected through calendar and social media integrations. I'M GLAD TO SAY THAT I HAVE ALREADY DEVELOPED CRM SYSTEM SO I HAVE EXPERIENCE IN THIS PROJECT. The objective is to streamline your sales workflow so your team can follow up faster stay organized and close more deals with better visibility. My focus will be on setting up a CRM tailored specifically for sales management with structured lead tracking and a well defined sales pipeline. I will ensure smooth integration with your existing calendar systems for reminders and follow ups as well as relevant social media platforms so lead interactions stay centralized. The implementation will emphasize usability clean workflows and accurate reporting so adoption by your sales team is quick and effective. I specialize in CRM implementation and customization for sales driven businesses with experience aligning CRM features to real world sales processes. My approach prioritizes simplicity automation and scalability so the system supports your current needs while remaining flexible for future growth. Let’s connect to define your sales workflow integrations and reporting needs so we can implement a CRM that truly supports your business goals. Best regards Nikita Gupta
$1,500 AUD in 28 days
6.3
6.3

Hello, I can help you implement a sales focused CRM that is practical for daily use, not just technically installed. How I would implement this First I review your sales process, lead sources, and pipeline stages. Then I configure lead tracking, pipeline stages, deal views, and automation rules. Next I integrate calendar systems for meeting sync and reminders. Then connect social channels where possible for lead capture or activity tracking. Finally I test, train, and optimize dashboards and reports. I have worked with CRM setups involving lead funnels, automation, calendar sync, and sales reporting.
$1,500 AUD in 20 days
6.0
6.0

Brisbane, Australia
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